Jfs Wealth Advisors, LLC Closed Holding Positions

Jfs Wealth Advisors, LLC

  • $1.49 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
CPNG
Coupang, Inc.

Consumer Cyclical
Q2 2022 Filed on Aug 02, 2022
401
$9.35 - $18.94 $3.75K - $7.59K
BTO
John Hancock Financial Opportunities Fund

Financial Services
Q2 2022 Filed on Aug 02, 2022
252
$32.16 - $40.08 $8.1K - $10.1K
HEIA
Heico Crp Cl A
Q2 2022 Filed on Aug 02, 2022
22
N/A
Discovery Inc
Q2 2022 Filed on Aug 02, 2022
1,076
N/A
LC
Lending Club Corp

Financial Services
Q2 2022 Filed on Aug 02, 2022
11
$11.69 - $16.41 $129 - $181
MLKN
Millerknoll, Inc.

Consumer Cyclical
Q2 2022 Filed on Aug 02, 2022
44
$25.86 - $34.41 $1.14K - $1.51K
MOGA
Moog Inc Cla
Q2 2022 Filed on Aug 02, 2022
25
N/A
NKTR
Nektar Therapeutics

Healthcare
Q2 2022 Filed on Aug 02, 2022
5
$3.17 - $6.17 $15.9 - $30.9
Quidel Corp
Q2 2022 Filed on Aug 02, 2022
23
N/A
IIPR
Innovative Industrial Properties Inc

Real Estate
Q2 2022 Filed on Aug 02, 2022
300
$108.34 - $205.24 $32.5K - $61.6K
R1 Rcm Inc
Q2 2022 Filed on Aug 02, 2022
72
N/A
Renewable Energy Group Inc
Q2 2022 Filed on Aug 02, 2022
12
N/A
PBRA
Petroleo Bras Ads (Ea Reptg 2
Q2 2022 Filed on Aug 02, 2022
7,446
N/A
SNBR
Sleep Number Corp

Consumer Cyclical
Q2 2022 Filed on Aug 02, 2022
3
$30.95 - $52.33 $92.9 - $157
Pennsylvania Real Estate Inv
Q2 2022 Filed on Aug 02, 2022
1,370
N/A
BLOK
Amplify ETF Tr Trnsformational

ETFs
Q2 2022 Filed on Aug 02, 2022
260
$18.13 - $34.7 $4.71K - $9.02K
DISCK
Warner Bros. Discovery, Inc.

Communication Services
Q2 2022 Filed on Aug 02, 2022
154
$23.08 - $25.81 $3.55K - $3.97K
AGFY
Agrify Corp

Industrials
Q2 2022 Filed on Aug 02, 2022
1,000
$1.9 - $4.46 $1.9K - $4.46K
CDK
Cdk Global, Inc.

Technology
Q2 2022 Filed on Aug 02, 2022
57
$48.65 - $54.82 $2.77K - $3.12K
BLCN
Siren ETF Tr
Q2 2022 Filed on Aug 02, 2022
100
N/A
AMRS
Amyris, Inc.

Basic Materials
Q2 2022 Filed on Aug 02, 2022
24
$1.6 - $5.07 $38.4 - $122
Aspen Technology Inc
Q2 2022 Filed on Aug 02, 2022
219
N/A
ASAN
Asana, Inc.

Technology
Q2 2022 Filed on Aug 02, 2022
4
$16.66 - $41.8 $66.6 - $167
AVYA
Avaya Holdings Corp.

Technology
Q2 2022 Filed on Aug 02, 2022
11
$2.24 - $13.4 $24.6 - $147
BIG
Big Lots Inc

Consumer Defensive
Q2 2022 Filed on Aug 02, 2022
9
$20.97 - $38.54 $189 - $347
BSIG
Bright Sphere Investment Group Inc.

Financial Services
Q2 2022 Filed on Aug 02, 2022
6
$18.01 - $24.63 $108 - $148
BFA
Brown Forman Corp Cl A
Q2 2022 Filed on Aug 02, 2022
20
N/A
BFB
Brown Forman Corp Cl B
Q2 2022 Filed on Aug 02, 2022
90
N/A
Colfax Corp
Q2 2022 Filed on Aug 02, 2022
84
N/A
COUP
Coupa Software Inc

Technology
Q2 2022 Filed on Aug 02, 2022
2
$50.91 - $108.6 $102 - $217
Crane CO
Q2 2022 Filed on Aug 02, 2022
33
N/A
TWOU
2 U, Inc.

Consumer Defensive
Q2 2022 Filed on Aug 02, 2022
15
$7.43 - $13.99 $111 - $210
ZNTL
Zentalis Pharmaceuticals, Inc.

Healthcare
Q2 2022 Filed on Aug 02, 2022
1
$17.91 - $52.25 $17.9 - $52.3
Tristate Cap Hldgs Inc
Q2 2022 Filed on Aug 02, 2022
1,252
N/A
TLRY
Tilray Brands, Inc.

Healthcare
Q2 2022 Filed on Aug 02, 2022
450
$3.11 - $7.48 $1.4K - $3.37K
PMX
Pimco Municipal Income Fund Iii

Financial Services
Q2 2022 Filed on Aug 02, 2022
2,000
$8.61 - $10.41 $17.2K - $20.8K
Zynga Inc
Q2 2022 Filed on Aug 02, 2022
832
N/A
TBT
Proshares Ultrashort 20+Year T

ETFs
Q2 2022 Filed on Aug 02, 2022
3,000
$20.42 - $29.22 $61.3K - $87.7K
Preferred Apt Cmntys Inc
Q2 2022 Filed on Aug 02, 2022
2,000
N/A
HNPIY
Huaneng Power International Inc
Q2 2022 Filed on Aug 02, 2022
11
$0.43 - $0.49 $4.73 - $5.39
Enel Americas S A
Q2 2022 Filed on Aug 02, 2022
230
N/A
ZIP
Ziprecruiter, Inc.

Industrials
Q2 2022 Filed on Aug 02, 2022
6
$14.56 - $24.55 $87.4 - $147
HPP
Hudson Pacific Properties, Inc.

Real Estate
Q2 2022 Filed on Aug 02, 2022
125
$14.84 - $28.0 $1.86K - $3.5K
FLWS
1 800 Flowers Com Inc

Consumer Cyclical
Q2 2022 Filed on Aug 02, 2022
7
$8.97 - $14.75 $62.8 - $103
OM
Outset Medical, Inc.

Healthcare
Q2 2022 Filed on Aug 02, 2022
1
$13.46 - $48.16 $13.5 - $48.2
NARI
Inari Medical, Inc.

Healthcare
Q2 2022 Filed on Aug 02, 2022
8
$52.13 - $93.81 $417 - $750
Hollyfrontier Corp
Q1 2022 Filed on May 02, 2022
43
N/A
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
Q1 2022 Filed on May 02, 2022
171
$49.53 - $52.66 $8.47K - $9K
First Midwest Bancorp Del
Q1 2022 Filed on May 02, 2022
32
N/A
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